Proptech Labs

[PM] Individual PM Settings

[PM] Office Manager Checklist

[PM] Setting up Automated Jobs

[PM] Communication Preferences

[PM] Email Template

[PM] Disclaimer, Terms & Conditions

[PM] Enable SMS Package for your Organisation (AU PMs)

How to setup a rules to automate your maintenance

Setting Up Holiday or Afterhours Maintenance Rules

This article will explain how to setup a mail merge within Property Tree to email your maintenance trades specifically.

[PM] How to Introduce Bricks + Agent to your Trades via Property Tree

This article explains how to setup and or edit owner reminders in Bricks + Agent

[PM] How to Setup Owner Reminders

Learn how to enable and write an owner disclaimer that owners must accept before approving maintenance.

Manage owner approval disclaimers

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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